My Approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Years of Experience ?

Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Investments


  • Bachelor of Science, Business- California Baptist University, 1974

Previous Experience

  • Financial Advisor, Wedbush Securities, 2006-2017
  • Financial Advisor, Morgan Stanley, 1997-2006
  • Branch Manager, Wells Fargo, 1987-1997

My Videos(3 videos)

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